VIDEO & SLIDE DECK: ARE YOU PREPARED FOR QUAD #4?

Takeaway: Developing quant signals & fundamental data are supportive of investors adopting a defensive allocation w/ respect to the intermediate term.

In the following ~3-minute video, Senior Analyst Darius Dale walks through the key takeaways from our revised macro strategy, which we detail in a new 50-page slide deck jam-packed with thoughtful analysis and non-consensus conclusions.  

CLICK HERE to download the associated presentation.

CLICK HERE to view the aforementioned summary video. The investment conclusions are detailed below:

VIDEO & SLIDE DECK: ARE YOU PREPARED FOR QUAD #4? - 1

As always, please feel free to ping us with any follow-up questions.

All the best,

DD

Darius Dale

Associate: Macro Team